Notify Clients When Booking Credits Are Low

Let’s get started 🚀

Step 1: Log in to your agent dashboard and click on More > Email Templates as shown in the screenshot below.

Step 2: Click the Add Template button.

Step 3: Enter a name for your email template.

Step 4: (Optional) Enter internal notes for your email template, if required.

To learn more on internal notes in email templates, refer to the Add Internal Notes to Email Templates article.

Step 5: Select the Client option from the dropdown list in the Type field.

Step 6: Select Booking Credit Remaining-1 from the Trigger dropdown list.

Step 7: Click the Content button to configure the email template content.

Step 8: Enter the email template content, including the subject and body. You can also use email template tags within the email body, if required.

To learn more on tags in email templates, refer to the Email Template Tags article.

You can also improve the email content using AI. To learn more about this feature, refer to the Improve Email Content Using AI article.

Step 9: Click the Create button to proceed.

The email template will be created successfully and will be triggered automatically when a client has one booking credit remaining.

Notify Clients When Booking Credits Are Low

Notify clients automatically when their booking credits are running low. When a client has only one booking credit remaining, email notifications can be sent to both the client and selected agency users, helping everyone stay informed and take action before all booking credits are used.